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Most people think taxes are something you deal with in April. In reality, the biggest opportunities—and the biggest mistakes—often happen months before a return is ever filed.
In this episode, we’re joined by IRS Enrolled Agent Tasha Preisner to discuss how business owners and individuals can approach taxes more strategically. Drawing on her experience representing taxpayers before the IRS, serving on the IRS Taxpayer Advocacy Panel, and advocating for small businesses through the National Small Business Association Leadership Council, Tasha shares practical insights into today’s tax landscape.
In this conversation, we discuss:
• The difference between tax preparation and proactive tax planning
• The most common mistakes business owners make
• When tax planning should begin each year
• Misconceptions about deductions, entity structures, and tax strategy
• What tends to attract IRS attention—and what doesn’t
• Why documentation and recordkeeping matter
• How taxpayers can better protect themselves while remaining fully compliant
Whether you’re launching a new business, running an established company, or simply trying to make smarter financial decisions, this episode offers practical guidance to help you navigate the tax system with greater confidence.
If you enjoyed this conversation, please like the video, subscribe to the channel, and share it with someone who could benefit from it. We’d also love to hear from you in the comments: What’s one tax topic you’d like us to cover in a future episode?
And here’s the description for the YouTube listing:
Can leadership be measured? And if so, what does the data actually tell us?
In this episode, we sit down with Joe Folkman, President of Zenger Folkman and one of the world’s leading researchers on leadership effectiveness. Drawing from more than one million leadership assessments covering 100,000+ leaders, Joe shares what decades of research reveal about the habits, behaviors, and characteristics that distinguish exceptional leaders from average ones.
Together, we discuss:
* The biggest myths about leadership—and what the research says instead
* Whether great leaders are born or developed
* Why feedback is one of the most underutilized tools for leadership growth
* The role trust plays in building high-performing teams
* Common leadership mistakes that hold organizations back
* How leadership is evolving in an AI-driven workplace
* Practical advice for executives, managers, entrepreneurs, and emerging leaders
Joe is the author or co-author of eleven books on leadership and feedback, including The Trifecta of Trust, and his work has been featured in Harvard Business Review, Forbes, The New York Times, and The Wall Street Journal.
If you’re responsible for leading people—or aspire to be—this conversation provides research-backed insights that can help you become a more effective leader.
If you enjoyed this episode, please like the video, subscribe to the channel, and share it with colleagues and friends. We’d also love to hear your thoughts in the comments: What leadership quality do you believe matters most, and did Joe’s research challenge any of your assumptions?
Can you really write off your car? Your vacations? Your home office? What about hiring your kids or using popular “tax loopholes” you’ve seen on TikTok or Instagram?Social media is filled with creators promising easy ways to slash your tax bill—but how much of that advice actually holds up under scrutiny?In this episode, we’re joined by Elena Filina, FCCA, to separate fact from fiction when it comes to today’s most popular tax strategies. We explore why misleading tax advice spreads so quickly online, where legitimate tax planning ends and risky behavior begins, and what business owners should know before implementing the latest viral “hack.”In this episode, we discuss:* Why tax advice has exploded on social media* The biggest myths surrounding business write-offs* Which popular tax strategies are legitimate—and which are commonly misunderstood* The difference between proactive tax planning and aggressive tax avoidance* Common audit risks and how to protect yourself* Practical tax planning principles every entrepreneur should understandWhether you’re a business owner, entrepreneur, investor, or simply curious about the tax advice filling your social media feed, this conversation will help you approach those viral tips with a more informed perspective.Have you seen a tax strategy online that sounded too good to be true? Let us know in the comments—we’d love to hear it.
Most entrepreneurs focus on revenue, growth, and marketing—but overlook one of the biggest levers in building real wealth: tax strategy and financial discipline.In this episode, we sit down with Nick Foster to break down what founders actually get wrong about taxes, entity structure, and long-term financial planning.We cover:Then an S-corp election actually makes sense (and when it doesn’t)The most common financial mistakes founders make early onWhere entrepreneurs either overpay taxes, or get too aggressiveWhat tax moves look smart… but backfire laterIf you’re running a business or trying to build wealth efficiently, this episode will give you a clearer, more grounded framework for making financial decisions.🎧 Listen in—and ask yourself: are you just filing your taxes… or actually using them as a strategy?
Most founders think growth is about better ads, better funnels, or better tactics.But what if the real constraint isn’t execution—it’s how you think about growth in the first place?In this episode, we sit down with David Hori to unpack why many growth strategies plateau, the role of introspection in growth, and what actually separates companies that scale from those that stall.We get into:
If you're building a business—or trying to scale one—this conversation will challenge how you think about growth.Listen, then decide: are you optimizing for clicks… or building something that lasts?"
In today’s episode, John and Chris dive into what it really takes to build a social impact–driven business—from creating a business community that truly reflects your values to aligning your personal beliefs with your professional journey. And yes, there’s a little basketball talk in the mix too. 🏀✨
#SocialImpact #PurposeDrivenBusiness #ValuesMatter #BusinessCommunity #EntrepreneurMindset #ImpactOverProfit #FoundersTalk #BasketballChat
In this episode of the Pransform podcast, we sat down with Angela Thurman of Thurman Co. to discuss project management, risk management and process improvement. Angela delves into specific, actionable steps you can take to undertake or improve these areas for your business, as well as tools and automations you can apply today.
In this episode of the Pransform podcast, we sat down with Mark Roberts of OTB Solutions to discuss his 'no smoke and mirrors' approach to sales. Mark also goes into what it takes to drive explosive growth in a business, sharing examples of how he's helped companies do just that. If you're looking to expand your business and reach more customers, this is the episode for you.
In this episode of the Pransform podcast, we sat down with Deepak Bhootra of Jabulani Consulting to discuss sales and mindset.
Deepak explores why the proper sales mindset is so critical to success, and debunks sales myths along the way. If you're a business owner, you're always doing some kind of selling, and this episode will help you refine your approach and drive growth in your business.
#PransformPodcast #SalesMindset #BusinessGrowth #Entrepreneurship #MindsetMatters #LeadershipDevelopment #SalesStrategy #SmallBusinessTips #TransformWithPransform
In this episode of the Pransform podcast, we sit down with Michael Reeder of Reeder CPA Group to unpack the real-world challenges and opportunities of entrepreneurship. From smart tax strategies and entity formation to franchising, leveraging debt wisely, and more — Michael shares hard-earned insights from building his own business. Tune in and take away practical wisdom you can apply today.
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